Formstack

Tags Formstack

Formstack is an application that is used to create web forms for data collection, surveys, and workflows. Formstack features the ability to collect health-related data that may fall under HIPAA requirements, collect online payments, accept file uploads, generate PDF documents based upon form submissions through Formstack Documents, and accept electronic signatures through Adobe Sign and Formstack Sign.

Selected help topics can be found below within this TeamDynamix article. Formstack offers extensive resources, including help articles, and video guides through their dedicated Formstack Support website.

Online Payments

Online payments allow you to collect credit cards seamlessly through your web form through our payment processor, Stripe. You can use Stripe to collect payments for goods, services, or donations, or set up subscriptions or multiple payment installments types.

Within your form:

  • Ensure that you are collecting name, email, address, and phone number fields.
  • Ensure that you have an Event/Product field or a field that has a calculated amount total.
  • Ensure that you have a Credit Card field.

Adding Stripe Integration

  1. Click Settings.
  2. Click Integrations.
  3. Next to Stripe, click Add.
  4. If you have not granted Formstack access to the Ithaca College Stripe account, you can copy the credentials from an existing form, such as Form Example.

Stripe Integration

  • At the top of the Stripe integration is Run Mode. Ensure the Run Mode is set to Off at all times unless you are testing or in production.
  • Under Transaction Information and Transaction Type, select Single Payment.
  • Under Transaction Information and Item, add in the items that you need to map to the Stripe payment processor. For instance, if you are selling a CD and tacking on shipping costs, they would count as two separate items. At a minimum, the price field needs to be defined and the quantity field is optional.
  • Under Customer Information, map out the fields to match the information you are collecting in the form.

Passwords and Single Sign-On

To restrict end-user access to your web form, you can establish passwords or single sign-on through Shibboleth.

Adding a Form Password

This allows you to protect your web form with a password. Further help can be found on password protecting your web forms through Formstack Guides

Within your form:

  1. Click Settings.
  2. Click Security.
  3. Under Form Password, select Password.
  4. Type in your new web form password in the Password textbox.

Adding Single Sign-On

Within your form:

  1. Click Settings.
  2. Click Security.
  3. Under Form Password, select Single Sign-On (SSO).
  4. Optionally, you can map the fields on your web form by dragging and dropping form fields from the right panel onto the corresponding mapped form row. You can only map the following SSO form fields: first name, last name, title, department, affiliation, email, and ID.
  5. Click Save Single Sign-On Settings.

Workflow Forms

Workflow forms allow you to create a single form where multiple submitters can participate in filling it out. You can control what parts of the form each person can view and edit. All of the submitted data from each participant gets combined into a single record that saves in your form submissions.

An example of a workflow form is where an employee needs to complete the first half of a form, while the manager completes the second half and finishes the submission.

Details

Article ID: 828
Created
Tue 3/31/20 7:45 PM
Modified
Mon 8/10/20 7:31 PM